Midwest Professional Planners, LTD.
138 holdingsFiling period: 2026-03-31Current AUM: $484.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | 67.8K | $44.1M | $50.7M | 10.46% | +1.4K | 2026-03-31 |
| 2 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 155.5K | $17.2M | $17.2M | 3.54% | +13.7K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION COM | 79.1K | $13.8M | $15.9M | 3.28% | -1,705 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC COM | 38.3K | $11.9M | $14.9M | 3.08% | -3,311 | 2026-03-31 |
| 5 | EFA | ISHARES MSCI EAFE ETF | 98.6K | $9.6M | $10.4M | 2.15% | +36.2K | 2026-03-31 |
| 6 | IBTG | ISHARES TR IBONDS 26 TRM TS | 364.8K | $8.4M | $8.4M | 1.72% | +41.2K | 2026-03-31 |
| 7 | AMAT | APPLIED MATERIALS INC COM USD0.01 | 24.2K | $8.3M | $12.3M | 2.54% | -1,237 | 2026-03-31 |
| 8 | LRCX | LAM RESEARCH CORP COM NEW | 38.7K | $8.3M | $11.3M | 2.34% | -15,868 | 2026-03-31 |
| 9 | IEI | ISHARES TR 3 7 YR TREAS BD | 67.1K | $8.0M | $7.8M | 1.61% | +3.3K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE &CO. COM | 25.8K | $7.6M | $9.1M | 1.88% | +878 | 2026-03-31 |
| 11 | RTX | RTX CORPORATION COM USD1.00 | 34.5K | $6.6M | $7.4M | 1.53% | +34 | 2026-03-31 |
| 12 | CMI | CUMMINS INC | 12.3K | $6.6M | $7.8M | 1.60% | -270 | 2026-03-31 |
| 13 | AGG | ISHARES CORE US AGGREGATE BOND ETF | 63.6K | $6.3M | $6.2M | 1.28% | +2.7K | 2026-03-31 |
| 14 | — | EATON CORPORATION PLC | 17.4K | $6.2M | $6.2M | 1.28% | -67 | 2026-03-31 |
| 15 | IBTH | ISHARES TR IBONDS 27 TRM TS | 264.7K | $5.9M | $5.9M | 1.22% | +59.5K | 2026-03-31 |
| 16 | LMT | LOCKHEED MARTIN CORP COM USD1.00 | 9.8K | $5.9M | $5.7M | 1.18% | -75 | 2026-03-31 |
| 17 | IJH | ISHARES CORE S&P MID-CAP ETF | 84.3K | $5.7M | $6.3M | 1.31% | +2.6K | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORP COM | 5.7K | $5.7M | $5.4M | 1.12% | -609 | 2026-03-31 |
| 19 | IWV | ISHARES RUSSELL 3000 ETF | 15.1K | $5.6M | $6.4M | 1.32% | +338 | 2026-03-31 |
| 20 | GS | GOLDMAN SACHS GROUP INC COM USD0.01 | 6.6K | $5.6M | $6.7M | 1.38% | +95 | 2026-03-31 |
| 21 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 95.5K | $5.4M | $6.1M | 1.26% | +1.3K | 2026-03-31 |
| 22 | COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | 29.5K | $5.4M | $6.2M | 1.27% | -607 | 2026-03-31 |
| 23 | MCO | MOODYS CORP COM USD0.01 | 12.2K | $5.3M | $5.8M | 1.20% | +21 | 2026-03-31 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 25.7K | $5.2M | $12.3M | 2.53% | +316 | 2026-03-31 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | 14.9K | $5.0M | $6.0M | 1.24% | +10.3K | 2026-03-31 |
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